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SMITH & CO ADVISORY LLC
CRD 333042 · SEC 801-131244
5343 MAIN STREET, SPRING HILL, TN, 37174, United States
Phone
(615) 682-4383
Fax
(615) 791-5532
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$118.5M
Discretionary AUM
$115.4M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingTRUSTEE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 162 | $19.7M |
| High net worth individuals | 44 | $95.7M |
| Pension/profit sharing plans | 4 | $3.0M |
States served
AL, CA, KY, LA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD